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Livermore
Livermore
ZHEN

Ullmann Financial Group, Inc.

SEC CIK
0001697725
Latest filing
Aug 10, 2026

USB holding history

US Bancorp DE in every 13F filed by Ullmann Financial Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
13,398
Value
$809.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by Ullmann Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,398$809.3K0.1%00.0%UnchangedHolders
Q1 202613,398$696.9K0.1%+800+6.4%AddedHolders
Q4 202512,598$588.1K0.1%00.0%UnchangedHolders
Q3 202512,598$608.8K0.1%+425+3.5%AddedHolders
Q2 202512,173$550.8K0.1%−40−0.3%ReducedHolders
Q1 202512,213$515.6K0.1%00.0%UnchangedHolders
Q4 202412,213$584.1K0.1%−1,000−7.6%ReducedHolders
Q3 202413,213$604.2K0.1%00.0%UnchangedHolders
Q2 202413,213$524.5K0.1%+129+1.0%AddedHolders
Q1 202413,084$584.8K0.1%+1,315+11.2%AddedHolders
Q4 202311,769$509.3K0.1%+101+0.9%AddedHolders
Q3 202311,668$385.7K0.1%+21+0.2%AddedHolders
Q2 202311,647$384.8K0.1%+25+0.2%AddedHolders
Q1 202311,622$419.0K0.1%+1,087+10.3%AddedHolders
Q4 202210,535$459.4K0.1%−35−0.3%ReducedHolders
Q3 202210,570$426.0K0.1%−60−0.6%ReducedHolders
Q2 202210,630$489.0K0.1%+6,589+163.1%AddedHolders
Q1 20224,041$215.0K0.1%00.0%UnchangedHolders
Q4 20214,041$227.0K0.1%00.0%UnchangedHolders
Q3 20214,041$240.0K0.1%+35+0.9%AddedHolders
Q2 20214,006$228.0K0.1%00.0%UnchangedHolders
Q1 20214,006$222.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.